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PRIVACY POLICY.

We may collect information about you when you visit this site or complete a form on the site. We may use this information to: (a) send news, information and material about us that may be useful to you; (b) provide you with news, information and material in relation to our services; (c) monitor who accesses the site; and (e) to provide you with information and material related to your completion of a form on the site. If you are a candidate, we may use this information to update or remove information about you that we may provide to clients and potential clients. If you do not wish to have your personal information used in this manner or for any other specific purpose, you can contact us at privacy@clearplanningsolutions.com. Please note that, in that event, you may not be able to access or use all or part of the site or become an employee of CLEAR.

We may use "cookies", which enable us to monitor traffic patterns and recognise when you revisit the site. A cookie identifies your computer but does not identify you personally.

We will not sell or otherwise provide your personal information to a third party for any purpose that is not relevant to your use of the site. If you are a candidate, we may provide your personal information to clients and potential clients. We may provide your personal information to our affiliates as part of our service provision.

If you request us not to use your personal information in a particular manner or at all, we will adopt all reasonable measures to observe your request but we may still use or disclose that information if: (a) we subsequently notify you of the intended use or disclosure and you do not object to that use or disclosure; (b) we believe that the use or disclosure is reasonably necessary to assist a law enforcement agency or an agency responsible for government or public security in the performance of their functions; or (c) we are required by law to disclose the information.

We make all reasonable efforts to ensure that all personal information that we collect about you is kept confidential. We cannot and do not guarantee the security of transmission of all such information over the Internet.

You may access any personal information relating to you that you supplied to us. You may edit or delete such information unless we are required by law to retain it.

If you have any queries relating to this privacy statement, or if you wish to make an inquiry regarding any personal information relating to you that we may possess, please contact the Privacy Officer at privacy@clearplanningsolutions.com.

We may update this privacy policy at any time without notice.

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CLEAR PLANNING SOLUTIONS

INTEGRATED OUTSOURCING SOLUTIONS.

We are an Australian-owned outsourced paraplanning business. Our head office is in Perth and it is supported by a team of highly skilled paraplanners. We service Australian financial advisers and dealer groups.

EXPLORE OUR VALUES.

Explore the values that are driving us to deliver integrated outsourced paraplanning solutions.

INTEGRATION

Our onboarding practice that ensures we integrate into your advice process. We work with you to develop a detailed understanding of your templates, systems, and communication style. That way our documents meet your expectations.

QUALITY

We have a dedicated team of tertiary-qualified paraplanners with domestic and international experience. Our paraplanners undertake an intensive internally-developed training and become RG 146 qualified with Kaplan.

SIMPLICITY

We provide an Australian point of contact and assign a dedicated team to produce all your documents. Our client platform enables you to store all correspondence and documents in a single location and track the progress of your work in real time.